Generate and send professional sales quotes instantly from any device, anywhere. Close deals faster with automated quoting and seamless CRM integration.
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that send multiple quotes and proposals every month—whether it's a few or hundreds. The more you quote, the more time you save.
Osmos automates follow-ups with email reminders, task creation, and notifications—acting as a sales assistant for your team.
Osmos eliminates manual work by automating the quoting process. You can even replicate your current templates and improve them.
Osmos is designed for businesses that generate multiple quotes and proposals. Companies that benefit most include:
Distributors (Industrial equipment, medical supplies, components, machinery)
IT Services (Security, hardware, support)
Event Planners & Rental Companies
Travel Agencies
Contractors & Home Service Professionals (Landscaping, roofing, snow removal)
Marketing Consultants & Agencies
Legal & Business Consultants
Customers expect speed when requesting a quote.
What if you could generate a polished, professional estimate in under 5 minutes? The faster you respond, the more deals you close.
With Osmos, you can be the first to send a quote and win the sale before competitors even reply.
Sales teams juggle multiple tasks: updating CRMs, copying client details, adding items to quotes, following up, and more. Osmos eliminates manual work by automating these steps:
No more copy-pasting data or manually chasing leads—Osmos does the heavy lifting.
Every business has a unique quoting process, and Osmos adapts to yours. Whether you prefer a simple format or a detailed quote layout, Osmos gives you full control over customization.
Add custom fields to contacts, organizations, deals, items, and quotes
Create and manage custom sales pipelines for your business
Easily define user roles and set precise access levels for better control
Replicate your existing spreadsheet templates with our drag-and-drop builder
Your products and services are the heart of every quote.
Osmos offers Configure-Price-Quote (CPQ) capabilities for businesses with complex pricing structures.
Make quoting effortless while maintaining accuracy and profitability.
Osmos goes beyond quoting—it's a complete sales and proposal management tool.
Ready to simplify your quoting process?
How quotes & estimates boost success
Discover how precision in pricing and resource allocation boosts efficiency and builds trust with clients. Harness the potential of accurate quotes and estimates to drive your business toward new heights.
Benefits of using a CRM and quoting software
The use of CRM and quoting software can provide numerous benefits for sales and marketing.
Creating a Winning Quote
Learn how to craft a winning quote that stands out and captures the attention of potential clients. Discover effective strategies and tips for compelling offers that differentiate you from the competition.
Osmos is a cloud-based quoting software designed to automate quote creation, follow-ups, and approvals. It eliminates manual data entry, integrates with CRM systems, and ensures that sales teams can generate and send professional quotes in minutes. By streamlining the quoting process, businesses can reduce errors, respond faster, and close more deals.
Osmos offers 30+ sales automation rules to simplify quoting and proposal management. The software auto-fills customer and product details, applies pricing rules, and schedules automated follow-ups via email and CRM integration. This ensures that your team spends less time on admin tasks and more time closing deals.
Yes! Osmos allows you to fully customize quote templates using a drag-and-drop builder. You can add company branding, adjust fields, modify pricing structures, and replicate your existing spreadsheet-based proposals. Whether you need simple quotes or complex proposals, Osmos adapts to your business needs.
Osmos is ideal for businesses that send multiple quotes and proposals each month. Industries that benefit the most include:
If your business relies on accurate, fast, and automated quoting, Osmos can help streamline your workflow and increase sales efficiency.
Osmos includes advanced Configure-Price-Quote (CPQ) features, allowing businesses to:
These features help ensure pricing accuracy, save time, and improve sales consistency.
Yes, Osmos integrates with popular sales and accounting platforms to improve efficiency. Key integrations include:
With these integrations, Osmos acts as a centralized quoting and proposal management tool that fits into your existing workflow.